Perform daily service on assigned tasks by Producers and/or Account Executives with the agency's written procedures including, but not limited to:
Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Supports and informs coverage plans as necessary.
Insurance marketing and sales.
Collect renewal data on assigned accounts.
Claims support.
Review new/renewal policies and endorsements to ensure items were received as ordered
Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
Document all activities in agency management system (Applied Systems / EPIC)
Understand and utilize upload, download and interface technology.
Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Maintain knowledge of policy provisions and any changes in these provisions
Complete other functions and assignments as assigned including back-up duties.
Requirements
Commercial insurance industry experience and/or demonstrated ability to successfully handle complexities of job, required
Applied Systems / EPIC experience required
Active Property and Casualty License, or ability to obtain one within 60 days of hire date
Strong organizational skills- ability to prioritize and be proactive
Excellent verbal and written communication skills as well as strong interpersonal skills
Computer skills, specifically Microsoft Word, Outlook and Excel
Education and Experience:
High School diploma required, Associate Degree or higher preferred
Minimum of 2 years of experience in Commercial Lines highly preferred
#LI-LS1
Pay Details:
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock options
Additional Information
Job Description
About Acrisure:
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
Acrisure is seeking a Commercial Lines Account Manager to join our growing team in the East Division. Our Account Managers performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan in Applied Systems/EPIC and applying principles of insurance and applies to everyday situations.
Acrisure · 2750 Killarney Drive Suite 202 - Woodbridge, VA